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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

THE WEALTH CONSULTING GROUP

WCG WEALTH ADVISORS, LLC, CRD 173194

LAS VEGAS, NV

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:86cbc6db-1e5c-c3bb-9431-cbc9d23d3735

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 240
Dated events: 40
On other graphs: 0
Observed: Sep 19, 2014 to Sep 17, 2026
137 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=104.0
Regulatory AUM: $6.3BItem 5.F on the latest filing (2026-09-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $6.3B
Private client RAUM: $5.9BderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 131
RAUM per advisor: $47.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 131
Advisory employees: 131
Offices: 50Schedule D 1.F, beyond the principal office
Accounts: 21,593
Individual clients: 8,432
High net worth clients: 4,214
SEC number: 801-80386
CRD: 173194
Filings on the tape: 137
First filed: Sep 19, 2014
Latest filed: Sep 17, 2026
Organised: Limited Liability Company, NV

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 131

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFFREY RICHARD GALL	Certified Financial Planner\|Chartered Financial Consultant	San Ramon, CA \| SAN RAMON, CA \| FRANKLIN , TN \| FRANKLIN, TN \| LAS VEGAS, NV	24	32	2	yes
NICOLAS PAUL TABELLION	n/a	SAN JOSE, CA \| LAS VEGAS, NV	13	22	5	yes
TONY LEE BREWER	Certified Financial Planner	LAS VEGAS, NV	11	18	1	yes
MARC ARLYN GALLO	n/a	SAN DIEGO, CA	11	27	2	no
DARREN BLAINE TODD	Certified Financial Planner	SAN DIEGO, CA	11	32	2	yes
JIMMY LEE	n/a	LAS VEGAS, NV	11	31	2	yes
CHRISTOPHER TODD RAND	Certified Financial Planner	SAN DIEGO, CA	11	29	4	no
CHERYL ANN CONSTANTINO	Certified Financial Planner	LAS VEGAS, NV	11	25	3	yes
JASON WILLIAM GAMETT	n/a	LAS VEGAS, NV	11	24	2	yes
BARCLAY KENDALL CALLENDER	n/a	LAS VEGAS, NV	11	15	1	yes
MARK ANDREW SENSEMAN	n/a	LAS VEGAS, NV \| Phoenix, AZ	11	41	1	no
JAMES DALE BROWN	n/a	ALBUQUERQUE, NM	11	37	1	yes
JANA LINN HAM	n/a	LAS VEGAS, NV \| PALM DESERT, CA	11	17	1	yes
PAUL SUN-WOOK LIM	Certified Financial Planner	SAN DIEGO, CA	11	20	2	yes
VICTOR AURELIO OROZCO	Certified Financial Planner	SAN DIEGO, CA	11	19	1	yes
MARCI SUE BAIR	Certified Financial Planner	SAN DIEGO, CA	11	33	3	yes
MICHAEL JOSEPH WOITKOSKI	n/a	SAN DIEGO, CA	11	29	1	yes
JOE FRANCIS REDMOND	n/a	MESA, AZ \| LAS VEGAS, NV \| ALBUQUERQUE, NM	11	26	1	yes
GERALD MELVIN GOZ	n/a	Phoenix, AZ	11	43	2	yes
MARIA SPIRTOS KINER	Certified Financial Planner	RANCHO MIRAGE, CA \| LAS VEGAS, NV	10	26	2	no
HYONGSUK CHOE PAU	n/a	LAS VEGAS, NV \| CUPERTINO, CA	10	31	n/a	yes
DAROLD WING MARK	n/a	LAS VEGAS, NV \| SACRAMENTO, CA	10	33	2	yes
DARRIN MICHAEL CONRAD	n/a	MODESTO, CA \| Modesto, CA \| DES MOINES, IA \| Des Moines, IA \| LAS VEGAS, NV	10	25	5	yes
JAMES BRYANT HAWRYLUK	n/a	LAS VEGAS, NV \| HOUSTON, TX \| Sugar Land, TX \| SUGAR LAND, TX	10	39	3	yes
ANTHONY JOSEPH TURCOTTE	n/a	LAS VEGAS, NV \| Westlake Village, CA	9	23	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LEE, JIMMY	Trustee	E	yes	10/2014	Oct 14, 2014	Dec 17, 2024
LEE, JIMMY	Ceo	Na	yes	10/2014	Oct 14, 2014	Dec 17, 2024
RICHARD, ROSEMARY, ANNE	CHIEF COMPLIANCE OFFICER	Na	yes	04/2023	Apr 3, 2023	Dec 17, 2024
THE 1970 LEE TRUST	Owner	E	yes	10/2014	Oct 14, 2014	Dec 17, 2024
ODENDAHL, STEVEN, PHILIP	CHIEF OPERATING OFFICER	Na	no	04/2023	Dec 2, 2021	Dec 17, 2024
WORDEN, JAMES, ARTHUR	CHIEF INVESTMENT OFFICER	Na	no	06/2021	Jul 28, 2021	Dec 17, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CENTENNIAL STATE INSURANCE GROUP	n/a	n/a	n/a	N	no	n/a
Click2bindinsuranceagency	n/a	n/a	n/a	N	no	n/a
GAMETT & KING	n/a	n/a	n/a	N	no	n/a
H2 TAX SERVICES	n/a	n/a	n/a	N	no	n/a
KINER CONSULTING GROUP	n/a	n/a	n/a	N	no	n/a
LYNN BILODEAUX, PLLC	n/a	n/a	n/a	N	no	n/a
MTXE CAPITAL, LLC	n/a	n/a	n/a	N	no	n/a
P.L. LUCAS & ASSOCIATES, INC	n/a	n/a	n/a	N	no	n/a
RAHA MANAGEMENT. LLC	n/a	n/a	n/a	N	no	n/a
RDM ASSOCIATES	n/a	n/a	n/a	N	no	n/a
REDWITZ, INC,	n/a	n/a	n/a	N	no	n/a
STEWART FINANCIAL, LLC	n/a	n/a	n/a	N	no	n/a
STRONGHAVEN INSURANCE BROKERAGE	n/a	n/a	n/a	N	no	n/a
V WEALTH ADVISORS,, LLC	n/a	n/a	n/a	N	no	n/a
WCG INSURANCE, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SAN DIEGO	CA	United States	24	yes
OVERLAND PARK	Ks	United States	15	yes
OVERLAND PARK	Ks	United States	8	yes
PALM DESERT	CA	United States	7	yes
PLEASANT HILL	CA	United States	6	yes
RANCHO MIRAGE	CA	United States	6	yes
DES MOINES	Ia	United States	6	yes
Ottawa	Ks	United States	5	yes
Phoenix	Az	United States	4	yes
AGOURA HILLS	CA	United States	4	no
PALM DESERT	CA	United States	4	yes
Sacramento	CA	United States	4	yes
WESTLAKE VILLAGE	CA	United States	4	yes
Dahlonega	Ga	United States	4	yes
OVERLAND PARK	Ks	United States	4	yes
Norfolk	Ne	United States	4	yes
Albuquerque	Nm	United States	4	yes
Edmond	Ok	United States	4	yes
Austin	TX	United States	4	yes
Cupertino	CA	United States	3	yes
SHERMAN OAKS	CA	United States	3	yes
Boulder	Co	United States	3	yes
SUGAR LAND	TX	United States	3	yes
SAN RAFEAL	CA	United States	2	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 12 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 27, 2026	$6.3B	$6.3B	131	131	50	n/a	n/a
2024	Apr 23, 2025	$5.4B	$5.4B	204	115	50	n/a	n/a
2023	Mar 28, 2024	$5.2B	$5.2B	264	160	34	n/a	n/a
2022	Mar 31, 2023	$2.8B	$2.8B	131	118	34	n/a	n/a
2021	Mar 31, 2022	$2.9B	$2.8B	120	111	34	n/a	n/a
2020	Mar 30, 2021	$2.2B	$2.1B	151	84	27	n/a	n/a
2019	Mar 24, 2020	$2.0B	$1.7B	151	84	27	n/a	n/a
2018	Mar 29, 2019	$1.4B	$1.3B	153	79	29	n/a	n/a
2017	Mar 29, 2018	$1.3B	$1.3B	143	77	26	n/a	n/a
2016	Mar 31, 2017	$974M	$974M	125	70	n/a	n/a	n/a
2015	Mar 24, 2016	$458M	$452M	42	37	n/a	n/a	n/a
2014	Jan 27, 2015	$307M	$300M	42	30	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
11	4	7	3.1%	6	0	0	28	53

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$6.3B	$5.4B	15.2%	$2.8B	30.9%	131	204	50	50

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SOVRAN ADVISORS, LLC	2	Mar 12, 2025	Feb 10, 2025	SAN DIEGO, CA	Team lift out	RIA to RIA	1.8%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2	Jan 9, 2025	Dec 16, 2024	THOUSAND OAKS, CA	Team lift out	RIA to ibd	1.8%
IHT WEALTH MANAGEMENT LLC	4	Oct 2, 2024	Oct 2, 2024	MANHATTAN, KS	Team lift out	RIA to ibd	3.4%
MAI CAPITAL MANAGEMENT, LLC	2	Apr 16, 2024	Oct 11, 2024	NAPLES, FL	Team lift out	RIA to RIA	1.5%
MAI CAPITAL MANAGEMENT, LLC	2	Apr 16, 2024	Aug 14, 2024	ORLAND PARK, IL	Team lift out	RIA to RIA	1.5%
MAI CAPITAL MANAGEMENT, LLC	2	Apr 16, 2024	Aug 2, 2024	DURHAM, NC	Team lift out	RIA to RIA	1.5%
MAI CAPITAL MANAGEMENT, LLC	7	Apr 16, 2024	Aug 14, 2024	LAS VEGAS, NV	Team lift out	RIA to RIA	5.3%
MAI CAPITAL MANAGEMENT, LLC	2	Apr 16, 2024	Aug 2, 2024	NEW CASTLE, PA	Team lift out	RIA to RIA	1.5%
WEALTHCARE ADVISORY PARTNERS LLC	2	Feb 20, 2024	Feb 20, 2024	OVERLAND PARK, KS	Team lift out	RIA to RIA	1.5%
WEALTHCARE ADVISORY PARTNERS LLC	2	Jan 3, 2024	Jan 2, 2024	LAS VEGAS, NV	Team lift out	RIA to RIA	1.5%
LPL FINANCIAL LLC	2	Sep 3, 2019	Nov 27, 2015	LAS VEGAS, NV	Team lift out	RIA to ibd	2.9%
SPECTRUM WEALTH ADVISORY GROUP, LLC	2	Jan 2, 2019	Jan 30, 2019	LAS VEGAS, NV	Team lift out	RIA to new firm	2.9%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MARINER ADVISOR NETWORK	3	Jul 2, 2026	Jul 1, 2026	SAN RAMON, CA	Team lift out	Ibd to RIA	14.3%
MARINER ADVISOR NETWORK	2	Aug 19, 2025	Aug 1, 2025	SAN JOSE, CA	Team lift out	Ibd to RIA	1.3%
INTRUA FINANCIAL	2	Aug 6, 2024	Apr 3, 2024	HOUSTON, TX	Team lift out	Ibd to RIA	5.3%
SECURIAN FINANCIAL SERVICES, INC.	2	May 22, 2023	May 17, 2023	DENVER, CO	Team lift out	RIA to RIA	0.2%
SILVERLEAF ADVISOR GROUP, LLC	2	Mar 30, 2022	Apr 6, 2022	OMAHA, NE	Team lift out	RIA to RIA	14.3%
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS	2	Sep 9, 2021	Jul 19, 2021	EDMOND, OK	Team lift out	RIA to RIA	5.7%
PARK AVENUE SECURITIES LLC	2	Mar 3, 2021	Feb 16, 2021	BOTHELL, WA	Team lift out	Ibd to RIA	0.1%
INDEPENDENT FINANCIAL PARTNERS	2	Dec 6, 2018	Dec 3, 2018	LAS VEGAS, NV	Team lift out	Ibd to RIA	0.6%
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	2	Nov 29, 2017	Jul 16, 2018	PALM DESERT, CA	Team lift out	Other	0.5%
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	2	Apr 27, 2017	Apr 27, 2017	PALM DESERT, CA	Team lift out	Other	0.3%
MML INVESTORS SERVICES, LLC	3	Jan 25, 2017	Jan 23, 2017	WESTLAKE VILLAGE, CA	Team lift out	Other	0.2%
MML INVESTORS SERVICES, LLC	9	Dec 19, 2016	Dec 20, 2016	NEW CASTLE, PA	Team lift out	Other	0.6%
CETERA ADVISOR NETWORKS LLC	2	Apr 19, 2016	Aug 29, 2017	RANCHO CORDOVA, CA	Team lift out	Other	0.4%

Relationships

showing 80 of 240

Registered with (80)

← Jaxon D HyattAdvisorregistration: current employment
Aug 5, 2026 to presentfactForm ADV
← JEFFREY RICHARD GALLAdvisorregistration: current employment
Jul 22, 2026 to presentfactForm ADV
← Eddie Edward KhachikianAdvisorregistration: current employment
Jul 16, 2026 to presentfactForm ADV
← BRUCE WEBBER WILSONAdvisorregistration: current employment
Jul 1, 2026 to presentfactForm ADV
← NIKOLAUS SANTORE KAZARIANAdvisorregistration: current employment
Jul 1, 2026 to presentfactForm ADV
← STUART BRADLEY ARAKELIANAdvisorregistration: current employment
Jun 30, 2026 to presentfactForm ADV
← CHRISTOPHER MICHAEL JOHNSONAdvisorregistration: current employment
Jun 30, 2026 to presentfactForm ADV
← DARRIN MICHAEL CONRADAdvisorregistration: current employment
May 29, 2026 to presentfactForm ADV
← John Paul GuimaraesAdvisorregistration: current employment
Apr 20, 2026 to presentfactForm ADV
← Chad G BruechertAdvisorregistration: current employment
Mar 31, 2026 to presentfactForm ADV
← LAN NGOC TRANAdvisorregistration: current employment
Mar 18, 2026 to presentfactForm ADV
← Ana PasionAdvisorregistration: current employment
Mar 6, 2026 to presentfactForm ADV
← KARI J SMITHAdvisorregistration: current employment
Feb 26, 2026 to presentfactForm ADV
← Christopher Edward KorinekAdvisorregistration: current employment
Feb 12, 2026 to presentfactForm ADV
← Markus William GamettAdvisorregistration: current employment
Feb 11, 2026 to presentfactForm ADV
← JUAN LEON MUNOZAdvisorregistration: current employment
Jan 5, 2026 to presentfactForm ADV
← JENNIFER HAN MALEKAdvisorregistration: current employment
Nov 5, 2025 to presentfactForm ADV
← JAMES ARTHUR WORDENAdvisorregistration: current employment
Nov 5, 2025 to presentfactForm ADV
← SYBIL LEE POAGEAdvisorregistration: current employment
Sep 10, 2025 to presentfactForm ADV
← Meredith Anne MussmannAdvisorregistration: current employment
Aug 20, 2025 to presentfactForm ADV
← MARK EDWARD ISHIBASHIAdvisorregistration: current employment
Aug 1, 2025 to presentfactForm ADV
← NICOLAS PAUL TABELLIONAdvisorregistration: current employment
Aug 1, 2025 to presentfactForm ADV
← ERIC MICHAEL ALTENBURGAdvisorregistration: current employment
Jul 29, 2025 to presentfactForm ADV
← PAMELA MARIE STANLEYAdvisorregistration: current employment
Jul 29, 2025 to presentfactForm ADV
← EDWARD WALKER STONEAdvisorregistration: current employment
Jul 28, 2025 to presentfactForm ADV
← Matthew Ryan NicholsAdvisorregistration: current employment
Jul 14, 2025 to presentfactForm ADV
← Brianne Smith HartAdvisorregistration: current employment
Jun 20, 2025 to presentfactForm ADV
← ZOE ELIZABETH PINSAdvisorregistration: current employment
Mar 5, 2025 to presentfactForm ADV
← DUNCAN KRAFTAdvisorregistration: current employment
Mar 5, 2025 to presentfactForm ADV
← NARENDRA N TARIKEREAdvisorregistration: current employment
Mar 4, 2025 to presentfactForm ADV
and 50 more

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 2, 2026
Team lift-out
3 advisors left Mariner Advisor Network (San Ramon, CA) for The Wealth Consulting Group within 11 days
Form ADVobserved 3 days ago
3 advisors
Occurred
Apr 21, 2026
Advisor changed firm
Zachary Zane Boyd left The Wealth Consulting Group for Forum Financial Management, Lp (registered 2026-04-14)
Form ADVobserved 4 days ago
Occurred
Mar 27, 2026
Advisor changed firm
Jenifer A Sapel left The Wealth Consulting Group for Bright Advisors (registered 2026-01-06)
Form ADVobserved 4 days ago
Occurred
Jan 5, 2026
Advisor changed firm
Halle Hewitt left The Wealth Consulting Group for Stratos Wealth Partners, Ltd (registered 2026-01-07)
Form ADVobserved 4 days ago
Occurred
Nov 13, 2025
Advisor changed firm
Jordan P Rider left The Wealth Consulting Group for Lpl Financial Llc (registered 2025-10-30)
Form ADVobserved 4 days ago
Occurred
Aug 19, 2025
Team lift-out
2 advisors left Mariner Advisor Network (San Jose, CA) for The Wealth Consulting Group on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Jul 9, 2025
Advisor changed firm
Isaac Gwinn left The Wealth Consulting Group for Corient (registered 2025-08-05)
Form ADVobserved 4 days ago
Occurred
Jul 9, 2025
Advisor changed firm
Brian Patrick Midtbo left The Wealth Consulting Group for Stronghaven Capital Llc (registered 2025-01-01)
Form ADVobserved 4 days ago
Occurred
Jul 3, 2025
Advisor changed firm
Sally Woo Ng left The Wealth Consulting Group for Beacon Pointe Advisors, Llc (registered 2025-07-10)
Form ADVobserved 4 days ago
Occurred
Apr 23, 2025
Advisor changed firm
Jeanette Sonya Ng Urrutia left The Wealth Consulting Group for Beacon Pointe Advisors, Llc (registered 2025-03-25)
Form ADVobserved 4 days ago
Occurred
Mar 25, 2025
Advisor changed firm
Alisa Michelle Foster left The Wealth Consulting Group for Ballentine Partners (registered 2025-12-08)
Form ADVobserved 4 days ago
Occurred
Mar 12, 2025
Team lift-out
2 advisors left The Wealth Consulting Group (San Diego, CA) for Sovran Advisors, LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Mar 12, 2025
Advisor changed firm
William James Oconnell left The Wealth Consulting Group for Sovran Advisors, Llc (registered 2025-02-10)
Form ADVobserved 4 days ago
Occurred
Mar 12, 2025
Advisor changed firm
William James Lafleur left The Wealth Consulting Group for Sovran Advisors, Llc (registered 2025-02-10)
Form ADVobserved 4 days ago
Occurred
Feb 27, 2025
Advisor changed firm
Adrian Padua Concepcion left The Wealth Consulting Group for Ameriprise Financial Services, Llc (registered 2025-02-03)
Form ADVobserved 4 days ago
Occurred
Feb 12, 2025
Advisor changed firm
Brianne Marie Brucker Derveloy left The Wealth Consulting Group for Cwm, Llc (registered 2025-02-11)
Form ADVobserved 4 days ago
Occurred
Feb 12, 2025
Advisor changed firm
Laura Joan Latourette left The Wealth Consulting Group for Cwm, Llc (registered 2025-02-13)
Form ADVobserved 4 days ago
Occurred
Jan 9, 2025
Team lift-out
2 advisors left The Wealth Consulting Group (Thousand Oaks, CA) for Wealth Enhancement Advisory Services, LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Jan 9, 2025
Advisor changed firm
Brian Matthew Padrick left The Wealth Consulting Group for Wealth Enhancement Advisory Services, Llc (registered 2024-12-16)
Form ADVobserved 4 days ago
Occurred
Jan 9, 2025
Advisor changed firm
Jessica Anseth left The Wealth Consulting Group for Wealth Enhancement Advisory Services, Llc (registered 2024-12-16)
Form ADVobserved 4 days ago
Occurred
Nov 25, 2024
Advisor changed firm
Ryan Kimes left The Wealth Consulting Group for J.P. Morgan Securities Llc (registered 2025-04-24)
Form ADVobserved 4 days ago
Occurred
Oct 2, 2024
Team lift-out
4 advisors left The Wealth Consulting Group (Manhattan, KS) for Iht Wealth Management LLC on the same day
Form ADVobserved 2 days ago
4 advisors
Occurred
Oct 2, 2024
Advisor changed firm
Aaron David Windhorst left The Wealth Consulting Group for Iht Wealth Management Llc (registered 2024-10-02)
Form ADVobserved 4 days ago
Occurred
Oct 2, 2024
Advisor changed firm
Christopher Lee Klick left The Wealth Consulting Group for Iht Wealth Management Llc (registered 2024-10-02)
Form ADVobserved 4 days ago
Occurred
Oct 2, 2024
Advisor changed firm
Preston Lynn Klick left The Wealth Consulting Group for Iht Wealth Management Llc (registered 2024-10-02)
Form ADVobserved 4 days ago
Occurred
Oct 2, 2024
Advisor changed firm
Clinton Wade Sandmann left The Wealth Consulting Group for Iht Wealth Management Llc (registered 2024-10-02)
Form ADVobserved 4 days ago
Occurred
Aug 6, 2024
Team lift-out
2 advisors left Intrua Financial (Houston, TX) for The Wealth Consulting Group on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Jun 4, 2024
Advisor changed firm
Stanko Pavlovic left The Wealth Consulting Group for Planmember Securities Corporation (registered 2024-05-09)
Form ADVobserved 4 days ago
Occurred
May 29, 2024
Advisor changed firm
Jacob Edward Mauney left The Wealth Consulting Group for Advisor Resource Council (registered 2024-04-17)
Form ADVobserved 4 days ago
Occurred
Apr 16, 2024
Team lift-out
7 advisors left The Wealth Consulting Group (Las Vegas, NV) for Mai Capital Management, LLC on the same day
Form ADVobserved 3 days ago
7 advisors
Occurred
Apr 16, 2024
Team lift-out
2 advisors left The Wealth Consulting Group (Durham, NC) for Mai Capital Management, LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Apr 16, 2024
Team lift-out
2 advisors left The Wealth Consulting Group (Naples, FL) for Mai Capital Management, LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Apr 16, 2024
Team lift-out
2 advisors left The Wealth Consulting Group (Orland Park, IL) for Mai Capital Management, LLC on the same day
Form ADVobserved 2 days ago
2 advisors
Occurred
Apr 16, 2024
Team lift-out
2 advisors left The Wealth Consulting Group (New Castle, PA) for Mai Capital Management, LLC on the same day
Form ADVobserved 2 days ago
2 advisors
Occurred
Apr 16, 2024
Advisor changed firm
Grant Osborne left The Wealth Consulting Group for Mai Capital Management, Llc (registered 2024-07-11)
Form ADVobserved 4 days ago
Occurred
Apr 16, 2024
Advisor changed firm
Alexander Doniphan Spiller left The Wealth Consulting Group for Mai Capital Management, Llc (registered 2024-08-15)
Form ADVobserved 4 days ago
Occurred
Apr 16, 2024
Advisor changed firm
John Andrew Mitsos left The Wealth Consulting Group for Mai Capital Management, Llc (registered 2024-07-11)
Form ADVobserved 4 days ago
Occurred
Apr 16, 2024
Advisor changed firm
Daniel Michael Marolis left The Wealth Consulting Group for Mai Capital Management, Llc (registered 2024-07-24)
Form ADVobserved 4 days ago

Show 2 bookkeeping events

Occurred
Apr 23, 2025
The Wealth Consulting Group reported 70 state-registered advisory representatives, down from 153 (2025-02-12 to 2025-04-23)
Occurred
Apr 23, 2025
The Wealth Consulting Group reported 50 offices beyond its principal office, up from 34 (2025-02-12 to 2025-04-23)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:86cbc6db-1e5c-c3bb-9431-cbc9d23d3735
First observed: Sep 19, 2014
Last observed: Sep 17, 2026 2 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE WEALTH CONSULTING GROUP

WCG WEALTH ADVISORS, LLC, CRD 173194

LAS VEGAS, NV

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

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Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:00 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY RICHARD GALL

Certified Financial Planner|Chartered Financial Consultant

San Ramon, CA | SAN RAMON, CA | FRANKLIN , TN | FRANKLIN, TN | LAS VEGAS, NV

yes

NICOLAS PAUL TABELLION

n/a

SAN JOSE, CA | LAS VEGAS, NV

yes

TONY LEE BREWER

Certified Financial Planner

LAS VEGAS, NV

yes

MARC ARLYN GALLO

n/a

SAN DIEGO, CA

DARREN BLAINE TODD

Certified Financial Planner

SAN DIEGO, CA

yes

JIMMY LEE

n/a

LAS VEGAS, NV

yes

CHRISTOPHER TODD RAND

Certified Financial Planner

SAN DIEGO, CA

CHERYL ANN CONSTANTINO

Certified Financial Planner

LAS VEGAS, NV

yes

JASON WILLIAM GAMETT

n/a

LAS VEGAS, NV

yes

BARCLAY KENDALL CALLENDER

n/a

LAS VEGAS, NV

yes

MARK ANDREW SENSEMAN

n/a

LAS VEGAS, NV | Phoenix, AZ

JAMES DALE BROWN

n/a

ALBUQUERQUE, NM

yes

JANA LINN HAM

n/a

LAS VEGAS, NV | PALM DESERT, CA

yes

PAUL SUN-WOOK LIM

Certified Financial Planner

SAN DIEGO, CA

yes

VICTOR AURELIO OROZCO

Certified Financial Planner

SAN DIEGO, CA

yes

MARCI SUE BAIR

Certified Financial Planner

SAN DIEGO, CA

yes

MICHAEL JOSEPH WOITKOSKI

n/a

SAN DIEGO, CA

yes

JOE FRANCIS REDMOND

n/a

MESA, AZ | LAS VEGAS, NV | ALBUQUERQUE, NM

yes

GERALD MELVIN GOZ

n/a

Phoenix, AZ

yes

MARIA SPIRTOS KINER

Certified Financial Planner

RANCHO MIRAGE, CA | LAS VEGAS, NV

HYONGSUK CHOE PAU

n/a

LAS VEGAS, NV | CUPERTINO, CA

n/a

yes

DAROLD WING MARK

n/a

LAS VEGAS, NV | SACRAMENTO, CA

yes

DARRIN MICHAEL CONRAD

n/a

MODESTO, CA | Modesto, CA | DES MOINES, IA | Des Moines, IA | LAS VEGAS, NV

yes

JAMES BRYANT HAWRYLUK

n/a

LAS VEGAS, NV | HOUSTON, TX | Sugar Land, TX | SUGAR LAND, TX

yes

ANTHONY JOSEPH TURCOTTE

n/a

LAS VEGAS, NV | Westlake Village, CA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LEE, JIMMY

Trustee

yes

10/2014

Oct 14, 2014

Dec 17, 2024

LEE, JIMMY

Ceo

yes

10/2014

Oct 14, 2014

Dec 17, 2024

RICHARD, ROSEMARY, ANNE

CHIEF COMPLIANCE OFFICER

yes

04/2023

Apr 3, 2023

Dec 17, 2024

THE 1970 LEE TRUST

Owner

yes

10/2014

Oct 14, 2014

Dec 17, 2024

ODENDAHL, STEVEN, PHILIP

CHIEF OPERATING OFFICER

04/2023

Dec 2, 2021

Dec 17, 2024

WORDEN, JAMES, ARTHUR

CHIEF INVESTMENT OFFICER

06/2021

Jul 28, 2021

Dec 17, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CENTENNIAL STATE INSURANCE GROUP

n/a

Click2bindinsuranceagency

n/a

GAMETT & KING

n/a

H2 TAX SERVICES

n/a

KINER CONSULTING GROUP

n/a

LYNN BILODEAUX, PLLC

n/a

MTXE CAPITAL, LLC

n/a

P.L. LUCAS & ASSOCIATES, INC

n/a

RAHA MANAGEMENT. LLC

n/a

RDM ASSOCIATES

n/a

REDWITZ, INC,

n/a

STEWART FINANCIAL, LLC

n/a

STRONGHAVEN INSURANCE BROKERAGE

n/a

V WEALTH ADVISORS,, LLC

n/a

WCG INSURANCE, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

SAN DIEGO

United States

yes

OVERLAND PARK

United States

yes

OVERLAND PARK

United States

yes

PALM DESERT

United States

yes

PLEASANT HILL

United States

yes

RANCHO MIRAGE

United States

yes

DES MOINES

United States

yes

Ottawa

United States

yes

Phoenix

United States

yes

AGOURA HILLS

United States

PALM DESERT

United States

yes

Sacramento

United States

yes

WESTLAKE VILLAGE

United States

yes

Dahlonega

United States

yes

OVERLAND PARK

United States

yes

Norfolk

United States

yes

Albuquerque

United States

yes

Edmond

United States

yes

Austin

United States

yes

Cupertino

United States

yes

SHERMAN OAKS

United States

yes

Boulder

United States

yes

SUGAR LAND

United States

yes

SAN RAFEAL

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 27, 2026

$6.3B

131

n/a

2024

Apr 23, 2025

$5.4B

204

115

n/a

2023

Mar 28, 2024

$5.2B

264

160

n/a

2022

Mar 31, 2023

$2.8B

131

118

n/a

2021

Mar 31, 2022

$2.9B

$2.8B

120

111

n/a

2020

Mar 30, 2021

$2.2B

$2.1B

151

n/a

2019

Mar 24, 2020

$2.0B

$1.7B

151

n/a

2018

Mar 29, 2019

$1.4B

$1.3B

153

n/a

2017

Mar 29, 2018

$1.3B

143

n/a

2016

Mar 31, 2017

$974M

125

n/a

2015

Mar 24, 2016

$458M

$452M

n/a

2014

Jan 27, 2015

$307M

$300M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

3.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$6.3B

$5.4B

15.2%

$2.8B

30.9%

131

204

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SOVRAN ADVISORS, LLC

Mar 12, 2025

Feb 10, 2025

SAN DIEGO, CA

Team lift out

RIA to RIA

1.8%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jan 9, 2025

Dec 16, 2024

THOUSAND OAKS, CA

Team lift out

RIA to ibd

1.8%

IHT WEALTH MANAGEMENT LLC

Oct 2, 2024

MANHATTAN, KS

Team lift out

RIA to ibd

3.4%

MAI CAPITAL MANAGEMENT, LLC

Apr 16, 2024

Oct 11, 2024

NAPLES, FL

Team lift out

RIA to RIA

1.5%

MAI CAPITAL MANAGEMENT, LLC

Apr 16, 2024

Aug 14, 2024

ORLAND PARK, IL

Team lift out

RIA to RIA

1.5%

MAI CAPITAL MANAGEMENT, LLC

Apr 16, 2024

Aug 2, 2024

DURHAM, NC

Team lift out

RIA to RIA

1.5%

MAI CAPITAL MANAGEMENT, LLC

Apr 16, 2024

Aug 14, 2024

LAS VEGAS, NV

Team lift out

RIA to RIA

5.3%

MAI CAPITAL MANAGEMENT, LLC

Apr 16, 2024

Aug 2, 2024

NEW CASTLE, PA

Team lift out

RIA to RIA

1.5%

WEALTHCARE ADVISORY PARTNERS LLC

Feb 20, 2024

OVERLAND PARK, KS

Team lift out

RIA to RIA

1.5%

WEALTHCARE ADVISORY PARTNERS LLC

Jan 3, 2024

Jan 2, 2024

LAS VEGAS, NV

Team lift out

RIA to RIA

1.5%

LPL FINANCIAL LLC

Sep 3, 2019

Nov 27, 2015

LAS VEGAS, NV

Team lift out

RIA to ibd

2.9%

SPECTRUM WEALTH ADVISORY GROUP, LLC

Jan 2, 2019

Jan 30, 2019

LAS VEGAS, NV

Team lift out

RIA to new firm

2.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MARINER ADVISOR NETWORK

Jul 2, 2026

Jul 1, 2026

SAN RAMON, CA

Team lift out

Ibd to RIA

14.3%

MARINER ADVISOR NETWORK

Aug 19, 2025

Aug 1, 2025

SAN JOSE, CA

Team lift out

Ibd to RIA

1.3%

INTRUA FINANCIAL

Aug 6, 2024

Apr 3, 2024

HOUSTON, TX

Team lift out

Ibd to RIA

5.3%

SECURIAN FINANCIAL SERVICES, INC.

May 22, 2023

May 17, 2023

DENVER, CO

Team lift out

RIA to RIA

0.2%

SILVERLEAF ADVISOR GROUP, LLC

Mar 30, 2022

Apr 6, 2022

OMAHA, NE

Team lift out

RIA to RIA

14.3%

HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS

Sep 9, 2021

Jul 19, 2021

EDMOND, OK

Team lift out

RIA to RIA

5.7%

PARK AVENUE SECURITIES LLC

Mar 3, 2021

Feb 16, 2021

BOTHELL, WA

Team lift out

Ibd to RIA

0.1%

INDEPENDENT FINANCIAL PARTNERS

Dec 6, 2018

Dec 3, 2018

LAS VEGAS, NV

Team lift out

Ibd to RIA

0.6%

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Nov 29, 2017

Jul 16, 2018

PALM DESERT, CA

Team lift out

Other

0.5%

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Apr 27, 2017

PALM DESERT, CA

Team lift out

Other

0.3%

MML INVESTORS SERVICES, LLC

Jan 25, 2017

Jan 23, 2017

WESTLAKE VILLAGE, CA

Team lift out

Other

0.2%

MML INVESTORS SERVICES, LLC

Dec 19, 2016

Dec 20, 2016

NEW CASTLE, PA

Team lift out

Other

0.6%

CETERA ADVISOR NETWORKS LLC

Apr 19, 2016

Aug 29, 2017

RANCHO CORDOVA, CA

Team lift out

Other

0.4%